Experience

ZENRG Finance Pty Ltd

• Australia
• Banking
• 1 - 100 Employee

• Director

  • Nov 2012 - Present

  Sow a seed in the best soil, give it the right amount of water and it sprouts into a healthy plant that prospers for years. Your finances are the same. With the right approach, the investments you make today can thrive to secure your financial future. Whether you’re hunting for a Home Loan, refinancing your Home Loan, or are an aspiring or savvy property investor, we’ll grow with you. Think of us as your finance gardeners. We’ll help you compare the latest Home Loans and show you how to climb the property investment tree with the correct structure. As a one stop shop, we can also connect you with insurance specialists, accountants, lawyer, estate planner, financial planners and other experts. Best of all, it’s FREE!................



Tomorrow Finance

• Australia
• Financial Services
• 1 - 100 Employee

• National Partnership Manager

  • Sep 2011 - Nov 2013

  Tomorrow Finance recognizes the value of introduced lending referrals. We share our commissions with our introducers or clients (if registered as an affiliate under tomorrow finance model) simply for a name, email and phone number. When you introduce potential lending referrals via Tomorrow Finance, you will receive up to 50% of the bank’s commissions upon settlement. Why would I use Tomorrow Finance? Tomorrow Finance offers many benefits to its partners, namely: - Pre-negotiated interest rates with the major institutions - Additional passive revenue stream that compliment your core business - Impressive tracking system to monitor your referrals - Full transparency on the status of the loans and settlement timeframes Do you know any of the following? - Real Estate Agents - Financial Planners - Accountants - Solicitors - Online business - Other businesses If so, facilitate an introduction and start earning passive income. Tomorrow Finance has custom built a tracking system that allows you to monitor the progress of the leads produced by yourself & your introduced partner. The automatic system provides you with real time information on the commissions you earn. Quality clients/partners means greater commission to you! For further information contact myself on 0452 074 882 or email me at allen@tomorrowfinance.com.au. Allen Chan National Partnership Manager Tomorrow Finance 0452074882 www.tomorrowfinance.com.au



ANZ

• Migration Manager

  • 2011 - 2012



NAB

• Australia
• Banking
• 700 & Above Employee

• Mobile Banker

  • Apr 2010 - Sep 2011

  During my time as a mobile banker, I was responsible for assisting clients with their home lending, transactional accounts, credit cards and their insurance needs. I had built the mobile banking business from scratch by meeting with potential introducers from existing networks, attending networking functions and working with existing client base to attain more referrals. It took a solid 3 months of hard work before building a network of introducers (27 in total with approx. 50% active) who were feeding continuous & quality business. As a result of deals from introducers, I had achieved the following: - Over 150% target in the first quarter (drawdown of $13.5 million)- Over 120% in the second quarter (drawdown of $14 million)- Received “Young Gun Award” at the Mobile Banker Christmas Party - Over 150% target in 3rd quarter with a drawdown of $20 million - Over 130% target in 4th quarter with a drawdown of $16 million - Nominated & attended Retail Edge Leadership Program in 2011.

• Team Leader of Broker Services Centre

  • Aug 2007 - Apr 2010

  Responsibilities of the role include:- Leading & Coaching a team of 22 FT/PT team members.- Support Broker Service Centre Manager with adhoc tasks.- Managing the day to day roster of the team.- Managing Rostered Day Offs & Annual Leave.- Managing e-risk/compliance items.- Recruitment and organising training for new team starters.- Administration & setting up new logon for new team members.- 1 on 1 coaching monthly.- Delegating tasks to Senior Broker Representatives.- Making sure team runs smoothly on a day to day basis.- Daily/Weekly Reporting to stakeholders.- Handling escalated calls from brokers.- Quality Monitoring on calls.- Performance Management.- Driving initiatives to provide value added services.- Running referral campaigns to assist different Nab Broker teams.- Driving the People Strategy for Broker Services.- Planning and coordinating people strategy events such as fun club, quarterly massages, health talks, and celebration / R&R functions.- Purchasing for the team via corporate card- Managing expenses to meet within budget guidelines.Here are some of the achievements:- Expanded BSC from State based to a National Service Centre from 6 FTE to 22 FT/PTE.- Top 2 in the Mortgage Professional Australia Survey under customer service category.- Broker Service Team Award 2008 accepted by Amanda Rockliff- Achieving consistently high EOS scores across retail banking.- Driving a successful People Strategy in place which is recognised by the department to ensure work life balance in the team.- Night of Nights Award 2009.

• Private Client Assistant

  • Jan 2006 - Jul 2007

  During the Private Bank, I was responsible for providing world class service, looking after the banks top 1% of the clients. My manager and I managed a portfolio consisting of solicitor/barrister, dealing with their financial needs ranging from their transactional banking through to complex investment/lending. I would proactively develop relationships with existing and new clients making sure that everything is running smoothly as they are often time poor. In this position, I have enhanced he ability to think outside the square, getting things done in a strict time frame and definitely provide top quality customer service.

• Graduate

  • Jan 2005 - Jan 2006

  As a graduate, I was responsible for learning and assisting through different departments of the bank. Some including the branch, financial services suite and the lending services department. I was involved in customer interviews, lending enquiries and relieving staff in specialised units. What I had learned was developing key relationships in the bank and existing clients. I represented the bank in networking functions and special projects which was a key achievement in my career.